Reminder: Review Together
Justin & Nadia — sit down and walk through this dashboard together. Decisions needed on carrier selection, bundle strategy, and the Iowa St deadline (May 09).
Critical Termination
Iowa St: 68 Days to Lock
Est. Annual Premium
Based on SD construction rates
Suncrest Escrow
Lender Disbursement: $1,100 Est.
Cash Flow Savings
Est. Lump Sum + Bundle Credits
SFH | 92111 | Escrow: Optional
Top Admitted Carriers:
Escrow-Managed Unit
Since DMI pays this, you must:
Non-Renewed | May 09
The Travelers Fix: Since the building is fine but the agent is being fired, this is an administrative fix.
Primary Goal:
"Broker of Record" (BOR) Transfer to a new agency with Travelers appointment.
| Vendor Option | Est. Annual Payment | Pros | Cons | Contact Details |
|---|---|---|---|---|
|
Lemonade Condo Specialty |
$600 - $900 Per Condo Unit |
|
|
App-Only / Chat lemonade.com |
|
Foremost (by Farmers) Investor Specialist |
$1,100 - $1,600 Per Landlord Unit |
|
|
800-527-3907 foremost.com |
|
Obie Insurance Landlord Tech |
$900 - $1,400 Per Landlord Unit |
|
|
support@obieinsurance.com obieinsurance.com |
|
State Farm (Bundle Only) Portfolio Anchor |
$7,500 - $10,500 Full 6-Asset Portfolio |
|
|
619-281-2222 (SD Branch) statefarm.com |
| Broker / Firm | Phone / Email | Web |
|---|---|---|
|
H&M Insurance Travelers Specialists |
619-296-0005 claims@hminsurance.net |
hminsurance.net |
|
JPL Insurance Condo Experts |
619-220-8013 quotes@jplinsurance.com |
jplinsurance.com |
|
Snapp & Assoc. Large Portfolio Shop |
619-908-3100 service@snappins.com |
snappins.com |
Mortgagee Clause:
DOVENMUEHLE MORTGAGE, INC.Critical Suncrest Step:
Once a new policy is chosen, upload the binder to www.myinsuranceinfo.com (DMI's portal). This ensures they disburse payment from escrow to the correct vendor and not the old one.